Spire Wealth Management’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $493K | Buy |
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|
2025
Q2 | $237K | Sell |
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|
2025
Q1 | $236K | Sell |
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|
2024
Q4 | $248K | Buy |
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|
2024
Q3 | $150K | Sell |
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|
2024
Q2 | $152K | Sell |
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|
2024
Q1 | $974K | Sell |
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|
2023
Q4 | $2.46M | Buy |
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|
2023
Q3 | $1.61M | Buy |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $764K | Buy |
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|
2022
Q4 | $572K | Sell |
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|
2022
Q3 | $747K | Sell |
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|
2022
Q2 | $2.24M | Sell |
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|
2022
Q1 | $3.55M | Sell |
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|
2021
Q4 | $4.82M | Sell |
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|
2021
Q3 | $4.86M | Sell |
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|
2021
Q2 | $6.2M | Sell |
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|
2021
Q1 | $12.4M | Buy |
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